DocuSign Handling for a single pdf with multiple signers

First signer will be redirected (api.php) to the DocuSign signing process or it returns the uri to start the process (lib.php).

An example usage of the lib.php can be found in the example.lib.php.

Prequestion

1. Create and Login to you DocuSign admin Account.
2. Open AdminPanel
3. Create an API under "Integrations" Store the RSA private and public key in a secret and safe place!
4. The APIs Integration key is the DS_CLIENT_ID
5. Grab your DS_IMPERSONATED_USER_GUID from "Users" and edit a user. The GUID is shown as User name
6. To add Redirect URIs | Return URLs open the API and check the Additional settings area ;)

Installation

Requirements: PHP v5.4 or later + composer

1. Download files
2. install composer curl -sS https://getcomposer.org/installer | php
3. simply install vendors with php composer.phar install
4. Check example.env and create a new .env file and paste the content of the example and fill in the valid values, if .env not supported, just use ds_config.ini
5. run the example.lib.php or start a php server and call the api.php

Config (example.env | ds_config.ini)

• DS_CLIENT_ID - INTEGRATION_KEY # (Go To DocuSign Admin Panel - Integrations - Api And Keys - Add Api and copy integration key)
• DS_AUTH_SERVER - default: "https://account-d.docusign.com"
• DS_IMPERSONATED_USER_GUID - USER_ACCOUNT_GUID # (Admin Panel - Users - select user - User name), If the user is not already allowed to use the API, open: https://account-d.docusign.com/oauth/auth?response_type=token&scope=signature%20impersonation&client_id={the client id}&redirect_uri={a valid return url}
• DS_TARGET_ACCOUNT_ID - default FALSE (not needed?)
• DS_PRIVATE_KEY_FILE - default FALSE - we have inline pricate key here
• DS_PRIVATE_KEY - RSA private key string you get from docsign during API setup

API - api.php

• POST to api.php

• form data:

  • pdf_base64_content - pdf file as base64 string
  • pdf_title - The title of the pdf file
  • return_url - return url defined in docsign admin panel - redirected to after successful signing
  • name[] | name - name array of signer full names (index should be match email)
  • email[] | email - email array of signer emails (index should be match name)
  • page - page where the sign field should be added in the document
  • pos_y[] & pos_x[] - x and y values where the sign fields should be presented
  • email_subject - the email subject used when sending sign email

• redirects to DocuSign and starts signing process for the first name and email!

• sends signing mails to all other names and mails

• for production:

  • cors is disabled per default
  • enable it by setting the allowed hosts in api.php:

// header("Access-Control-Allow-Origin: HOSTS");
header("Access-Control-Allow-Origin: *");

Lib - lib.php

• provides the createEnvelopsAndGetViewUri function
• accepts a params object:
  • pdf_base64_content - pdf file as base64 string
  • pdf_title - The title of the pdf file
  • return_url - return url defined in docsign admin panel - redirected to after successful signing
  • name[] | name - name array of signer full names (index should be match email)
  • email[] | email - email array of signer emails (index should be match name)
  • page - page where the sign field should be added in the document
  • pos_y & pos_x - x and y values where the sign field should be presented
  • email_subject - the email subject used when sending sign email
• returns the URI to DocuSign to start the signing process for the first name and email!
• sends signing mails to all other names and mails